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Tools & Calculators

Research Tools

Look up a brokerage firm or individual broker in BrokerCheck. It’s a free tool to help investors research the backgrounds of investment professionals and firms. It should be the first resource you turn to when choosing whether to start or continue doing business with a particular individual or firm.

Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½.

Use our savings calculator to see how a consistent approach to investing can make your money grow. Whether you are saving for a house, a car or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.

Our loan calculator can help you determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing and see how much a monthly payment drops by reducing the interest rate by just one half of one percent.

Analyzers

The Fund Analyzer offers information and analysis on over 18,000 mutual funds, exchange traded funds (ETFs) and exchange traded notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment, and also allows you to look up applicable fees and available discounts for funds.

Like most investments, 529 college savings plans have fees and expenses that are paid by investors. Because these fees and expenses can vary widely from plan to plan, we have developed a tool to help you compare how these fees and expenses can reduce returns.

In this interactive strategy game, learn first-hand about the tactics used to perpetrate fraud, so you'll be better able to defend against them. Watch the trailer, learn more and play the game today! Or download the app directly to your mobile device from the app stores (search "Con Em").

Moneytopia is an immersive game that helps you learn more about managing your money while having fun. The loftier and more costly your big dream, the longer the game will last. Play the game—or, for a quick overview of different topics, check out the Moneytopia Tutorials.

Using The Stock Market Game, you and your child will explore the fundamentals of personal finance and investing. Working together to build and manage an investment portfolio in a real-world, dynamic marketplace. You know that you're modeling critical problem solving and money management skills for your child; your child knows that you're both having lots of fun.